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Finance Operate Services

Transform and enhance your finance, tax, and accounting operations. Free your top talent to scale strategic impact.

Finance leaders feel the pressure to reduce costs, streamline operations, and embed AI technologies to create value – but this requires specialized expertise, technology, and execution speed that’s often difficult to build internally while running day-to-day operations.

Deloitte Finance Operate Services integrate top talent, advanced AI and Agentic solutions, and time-tested methodologies to deliver your entire finance value chain – from routine transactions to specialized finance. We are a leader in both transformation and operations – delivering outcomes with speed and scale.

The result? A finance function that doesn’t just run efficiently – it drives competitive advantage, unlocks strategic capacity, and positions your organization to capitalize on what's next.

What are Deloitte’s Finance Operate Services?

Ongoing finance managed services that combine specialized talent with AI and Agentic AI solutions, like Zora AI™ by Deloitte, to execute, enhance, and drive continuous improvement across your end-to-end finance value chain.

Financial planning and analysis (FP&A)

Increase efficiency of planning/ forecasting to fuel decision-making and unlock strategic capacity.

Business unit (BU) finance

Engage specialized finance experience in optimizing pricing, R&D, sales and supply chain.

Finance operations

Reinvent and automate operational processes – OTC, P2P, and more.

Controllership

Streamline technical accounting to accelerate closing cycles and enhance external reporting to boost compliance.

Internal controls & internal audit

Augment assessment of internal controls and review of enterprise risk and compliance.

Treasury

Enhance cash management to reinforce compliance and reduce risk.

Tax

Drive greater value through tax, while maintaining quality and transparency.

Investor relations

Build stakeholder trust through transparent investor communication and engagement.

Data and technology

Maintain, monitor, and enhance finance technology and master data management.

How can you engage with Deloitte Finance Operate Services?

We begin by quantifying your opportunity through benchmarking and operational analysis, then select an engagement model tailored to your priorities and transformation objectives.

Strategic finance capacity

Embed finance resources - from transformation leaders to accounting staff - to address demand shifts and skill-set gaps.

Finance-as-a-service

Deliver measurable outcomes through continuous execution and improvement of finance processes leveraging AI and Agentic AI solutions.

Build-Operate-Transform-Transfer

Hybrid shared service alternative to stand-up, stabilize, transform GCCs through infusion of AI and Agentic AI solutions.

Captive optimization

Rebadge captive resources, modernize operations with AI / agentic solutions to drive enhancement and digital adoption across the function.

Insights

Why the back office matters. Like, a lot.

Case study

The accounts payable department at a consumer product company was facing a backlog and credit hold from vendors. Deloitte helped with a finance transformation.

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When outsourcing becomes an inside job

Case study

Deloitte uses its Build, Operate, Transform, and Transfer Back model to help a global delivery service increase productivity and improve margins.

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Can the buddy system work in business? (Spoiler: Yes!)

Case study

How a retailer boosted compliance efficiency—starting with contract personnel.

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A search for harmony

Case study

Deloitte’s Restructuring Services helped a wholesale distributor adjust its operating model, achieve savings, and free up employees to focus on strategic tasks.

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Getting unstuck in the middle

Case study

Deloitte Data Ops Services helped a finance transformation get back on track.

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Deloitte is a market leader